AI-Agents for Sales in Advertising and Marketing working with Formstack

Prepare prospect proposals that sellers can review before sending.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Reply to new website leads and share the gaps needed for follow-up.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools

Draft first outreach emails grounded in prospect and company details.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools

Put the client's submitted scope beside the draft quote for deal review.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Prepare qualified campaign leads and first emails for review.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools

Show which inquiry emails need review before first outreach.

Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.

Works with33 tools

Put qualified website prospects on the outreach list.

Your outreach register shows which website inquiries are ready to contact and which need a closer look.

Works with28 tools

Build outbound campaigns from verified prospects and tailored emails.

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools